News
Trajan’s 2024 Donation Drive
Join Trajan Wealth in donating to the Sojourner Center this December. You’ll make the holidays brighter for survivors of domestic abuse. Click to read more for their wish list.
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Blog Categories:
Search
Our Blog:
Retirement Planning
Finding a Financial Advisor in Salt Lake City
When was the last time you stopped to take stock of your finances? Are you on track to reach your short- and long-term financial goals? Do you have confidence in
October 6, 2022
Austin
The Pros and Cons of Retiring in Austin, Texas
Going through your retirement checklist? One important consideration you may have coming is choosing where you want to live and spend your newfound spare time. Do you stay put? Or
October 6, 2022
Investing
September 2022 Market Review
he prospect of further tightening in monetary policy caused a decline of (9.5)% in the S&P 500 alone. We advocate an elevated level of diversification across asset classes following individual risk tolerance in the face of inflation.
October 6, 2022
Saving
12 Tips to Help You Budget Ahead of The Holidays
Since holiday spending doesn’t include just gifting, it’s essential to set your holiday budget now. You may spend extra on food, gifts, decorations, travel, and more during the holiday season.
September 30, 2022
Estate Planning
Make Money Referring Estate Planning Business
On January 1, 2021, Arizona became the first state to abrogate its long-standing prohibition against an attorney paying a non-attorney for referring a client. Attorneys may now pay a referral
September 29, 2022
Estate Planning
A Year-End Trust Checklist
The end of the year is a great time to review your trust document, update information, buy or sell assets or even cancel your trust if you choose. It’s important
September 29, 2022